Differences

This shows you the differences between two versions of the page.

--- ug2-12a [2014/03/17 13:18] – barbara
+++ ug2-12a [2022/07/05 15:48] (current) – Meena Brock
@@ Line 1: / Line 1: @@
-====== Contact Tree ======
+====== Group Tree ======
 The Contact Tree allows for one Contact to be linked to **multiple** Company records, without being duplicated. It links through the Company Group.
-Set up - Company Group Tree view needs to be switched on (general settings, switchable views 590).  See also [[ug2-12|Company Groups]].
+From Company Group:
-Once you have added the relevant Company into the Group structure, you can add contacts from one company within the group to another, creating a concurrent employment for that person. Click on the Contact and drag and drop them to the other other company line.
+Open the Contact Tree for the relevant contact.
+Go to the Group view and drag and drop the contact name onto the company you wish to add the employment to.
+{{:contact_tree_from_group1.jpg?|Contact Tree}}
+The cursor will change on the company, and when dropped will open a dialogue to confirm you wish to create the employment at that company and edit their details if they are different from this employment.
+If Group Tree is switched on - (general settings, switchable views 590).  See also [[ug2-12|Company Groups]].
+Once you have added the relevant Company into the Group structure, you can add contacts from one company within the group to another, creating a concurrent employment for that person. Click on the Contact and drag and drop them to the other other company line.
 The cursor will change on the company, and when dropped will open a dialogue to confirm you wish to create the employment at that company and edit their details if they are different from this employment.
@@ Line 25: / Line 35: @@
 Contacts showing in pink are ticked as Primary Contact on the Company.
-{{:contact_tree_5.png?500|Contact Tree}}
+{{:contact_tree_5.png?700|Contact Tree}}
 Records can be expanded by double clicking or using the Expand button.
@@ Line 33: / Line 43: @@
 Using the PROCESS button takes the records into the relevant selector view – companies, contacts, candidates, vacancies, or contact events.
+Back to [[ug2-00|Companies. How to...]]